Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
Mid Year Review of the Investment Landscape
We’re at the half-way point of 2021, so now’s a good time for a mid-year review of the investment landscape. What’s working, and what’s not working in 2021?
Read MoreFederal Reserve is Boxing Itself Into a Corner
With inflation on the rise, we believe the Federal Reserve is boxing itself into a corner about future monetary policy. See why we believe it will be hard for the Fed to raise rates, even if inflation takes off.
Read More2021 Advanced Child Tax Credit: What It Means For Your Family
Another round of cash is coming for families with young children! Here’s what the 2021 Advanced Child Tax Credit might mean for your family.
Read MoreMore Retirement Changes Coming With SECURE Act 2.0
Congress is readying yet another bill that affects retirement savings. See what retirement planning changes are coming with SECURE Act 2.0.
Read MorePrepare for More Volatile Markets
There are two indicators we’re watching that signal potential market volatility ahead. Read on to see what the increase in margin debt and a volatility index might mean for the future investment environment.
Read MoreWill Labor Shortage Push Inflation Higher?
A labor shortage is emerging as the economy opens up from COVID-19 lockdowns. We worry that this labor shortage will push inflation higher. See what the investment implications of this labor shortage might be.
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